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Client Service Consultant

2 months ago

Dallas, Texas, United States Matter Family Office Full time
About the Role

Matter Family Office is seeking a highly skilled Client Service Consultant to join our team. As a Client Service Consultant, you will play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.
  • Process Management: Oversee the execution of client-related work, including account administration, alternative investment subscriptions, and document management.
  • Communication and Collaboration: Foster excellent communication among team members and clients, ensuring seamless execution of client work.
  • Problem-Solving and Innovation: Identify opportunities to improve processes and deliver innovative solutions that enhance client experiences.
Requirements
  • Experience: Proven experience in a financial industry client service support or client management role, with a focus on supporting families in their relationship with the client team.
  • Education: Bachelor's degree from a 4-year institution.
  • Skills: Familiarity with Practifi, Egnyte, Tamarac, and/or Schwab is preferred but not required.
What We Offer
  • Competitive Compensation: Competitive salary and annual performance-based bonus.
  • Benefits: Comprehensive medical and dental health plans, supplemented health savings account, health flexible spending account, dependent care flexible spending account, employer-supplemented health reimbursement account plan, short- and long-term disability coverage, paid group life insurance, flexible 401(k) retirement benefits with employer matching, 10 paid holidays per year, competitive vacation and sick leave, cell phone reimbursement plan, and opportunities for advancement based on performance, personal growth, and cultural fit.